RT Bitcoin Magazine Pro (@BitcoinMagPro)Coinbase is bullish on BTC for December! With rising liquidity, potential Fed cuts, and easing seller pressure, a Santa rally could be coming. ETFs rebounding too! 🚀👉 Get your weekly alpha here: https://t.co/RR97wfJChy 👀 https://t.co/wLJGCD7zln ...

Market Bubble & Potential Weakness - The market may experience pressure as wealth is sold to provide necessary funds, regardless of a bubble [1] - Dislocations are expected in private equity and venture capital due to firms needing to support existing positions that may no longer be feasible [3] - Weakness may emerge in SAS and other software companies if their functions are replaced by AI or other technologies [4] - Issues have already surfaced in the private credit space [4] Earnings Growth & Market Safety - Strong double-digit earnings growth could safeguard the market [4] - The peak impact of physical and monetary stimulus from the previous year is expected to continue through the end of next year, potentially driving double-digit earnings growth into 2026 and beyond [4] - Continued strong tailwinds behind topline and double-digit earnings growth could mitigate the impact of dislocations [5] - The firm has a bullish S&P price target of 7,500, indicating confidence in strong earnings [6] Consumer & Consumption Dynamics - The firm is bullish on consumption but mixed on the consumer [7] - The top 10% of earners account for 50% of consumption [8] - The bottom third of earners account for only 15% of consumption [9] Inflation & Political Issues - Inflation is anticipated to be more of a political issue than an economic one in 2026 [9][11] - The affordability crisis will be intertwined with inflation and will be a central issue as the midterms approach [11] - The affordability crisis affects a plurality of people, particularly the bottom half of earners, making it a key political concern [12]

bob just crossed $300m tvl with 92% surge in 24 hours. token launched november 20 at $165m fdv already on binance coinbase kraken. 60% apr staking no lockup. 50% tokens unlocked so no cliff coming. bitcoin has $1.9t market cap and under $500m total defi tvl. bob connecting btc to 11 chains with 15,000 dapps ready to absorb that liquidity. circle deployed usdc on stacks but bob already has the bridges built ...

All eyes on Powell. Bitcoin chops sideways. DATs collapse. Liquidity turns. This week’s live stream breaks down the biggest stories driving the crypto markets and what to watch heading into the FOMC meeting. We look at the market’s reaction to macro data, why Digital Asset Treasuries are collapsing, and the single biggest factor that could decide next year’s market direction: global liquidity. Plus: Louis with TA, portfolio competition, tweets of the week, top performers, and major dates for your diary. ~~~ ...

Bybit announced a strategic partnership with USDC issuer Circle to promote the use of USDC across its spot, derivatives, and payment products, enhancing related liquidity and fiat on/off-ramp efficiency. The two companies will also explore cross-chain liquidity and institutional-grade financial solutions. Bybit has also joined the Circle Arc public beta to participate in stablecoin infrastructure development. ...

I think it's still very likely that Bitcoin is going to be above a 100,000 four year end and maybe even above one to a new high. So, Bitcoin makes its moves in 10 days in every year. >> I think some of those best days are still going to happen four year end. >> And that was Tom Lee predicting that Bitcoin could be above $100,000, potentially even a new all-time high by the end of the year. Now, I already know what a lot of you are saying. Oh, it's Tom Lee, so this is not going to happen. Because so far in 2 ...

Why Tokenized Assets Can't Flourish Without Liquidity: Securitize CEO► https://t.co/9A7qpLwWTE https://t.co/9A7qpLwWTE ...

Liquidity & TVL - The next 12-18 months will reveal the strength of the network effect surrounding liquidity/TVL [1] Competitive Landscape - The industry is observing whether Ethereum will maintain its dominance [1] - The industry is questioning if other chains will close the gap and surpass Ethereum [1]

Incredible price action on a Sunday, for #Bitcoin.However, it's a Sunday.The good part;- Liquidity has been swept- Immediate response towards the crucial resistanceThe bad part;- The CME gap is created at $89.4K.Although it's a great sign that markets are waking up and we're seeing this momentum, I think it's not bad to be a little aware of the potential CME gap correction on Monday/Tuesday.Other than that, let's break this resistance zone and get to $100K.Sentiment will change when these moves happen. ...

Economic Outlook & Monetary Policy - The Fed's shift towards easier monetary policy, including ending quantitative tightening and leaning towards lower interest rates, is expected to inject liquidity into markets, potentially driving up asset prices [1] - The current GDP growth of approximately 4% is considered strong, comparable to Asian economies, while job weakness is attributed to foreign-born workers returning home, with American worker numbers remaining solid [1] - The Fed's actions are often perceived as benefiting Wall Street, creating a reverse Robin Hood effect where economic crises benefit the wealthy who own assets [3] - The Fed aims for a 2-3% inflation rate to avoid upsetting voters and facing potential congressional intervention, limiting its ability to print excessive amounts of money [2] AI & Technology - AI is currently in a bubble phase, similar to the dot-com era, with potential for further growth due to easy money funding new technologies [1] - AI is not primarily impacting blue-collar jobs but rather white-collar cubicle workers in IT, customer service, accounting, and HR [6] - The AI bubble is still in its early stages, focusing on semiconductor companies like Nvidia and Taiwan Semiconductor, with the "stupidity" phase of malinvestments yet to come [5] Immigration & Labor Market - Mass deportations historically lead to 5 to 10 times more people leaving than are actually deported [4] - Immigration does not necessarily solve labor shortages but rearranges wages, potentially crashing wages for low-skilled Americans while raising demand for skilled workers [4] - Removing immigrants can raise wages for low-income individuals and lower wages for high-skilled individuals, with an unclear overall impact on inflation but a reduction in headline GDP [4] Investment Strategies & Asset Bubbles - The big trade right now is AI, which is considered to be in a bubble, but it may have a few years left to run [5] - Gold and silver are driven by liquidity and the debasement trade, betting on a future crisis due to a lack of structural reforms on budget deficits [5] - Bitcoin's momentum is being affected by AI, as speculators are shifting their focus, but its debasement argument remains strong [5] Social & Political Commentary - Communism resonates most with elite kids who are losing status, driven by factors like deportations and the impact of AI on white-collar jobs [6] - Government interference often leads to negative consequences, and the battle between freedom and socialism is a constant one [13][14] - UBI may disincentivize work and reinforce poverty, potentially becoming politically appealing during the next recession due to AI-related job losses [7][8][9][10][11][12]